Stay Focused on Your Retirement Goals

When working toward building and executing a successful retirement plan, it is important to stay focused on your personal goals for life in retirement. Have you ever pursued something to such an extreme level that you lost sight of the original goal?  The other day I was watching one of the pre-game sports shows where [...]

2021-12-22T00:35:49+00:00December 22nd, 2021|Retirement Planning|

Satisfy Your Expectations for Retirement

It’s amazing how closely our expectations of something can dictate how pleased we are with it. Whether it’s a service, product, or experience, your initial level of expectation will play a big role in your overall satisfaction. So what can you do to make sure your expectations for retirement are realistic? One of the easiest [...]

2021-12-13T15:03:57+00:00December 13th, 2021|Retirement Planning|

Take Stock in Your Retirement Investing Strategy

As you find yourself at, near, or in retirement, it is extremely important that you take stock or ownership in your investing strategy. In addition, you’ll want to find and work closely with a trusted financial professional to routinely review and potentially modify your investment mix. First, it is important to look at your employer’s [...]

2021-11-15T14:20:12+00:00November 15th, 2021|Retirement Planning, Stock Market|

Attention: This is an Important Retirement Message

Have you ever tuned out an important message because you’ve heard it so many times before? It happens all the time because our brain determines that since we’re already familiar with this information, there’s no need to pay attention to it. I was thinking about this recently as I sat on a flight awaiting takeoff. [...]

2021-11-08T12:35:41+00:00November 8th, 2021|Retirement Planning|

Testing the Flexibility of Your Retirement Plan

It’s natural for your tastes to change over time, and I’m not just talking about food. We all evolve and change over time, and that’s a good thing. Change gives us the opportunity to try different things and have new experiences. Some of the most extreme changes I’ve witnessed have been with retirees. After unleashing [...]

2021-11-01T12:28:56+00:00November 1st, 2021|Retirement Planning|

Don’t Forget Your 72nd Birthday!

One of the biggest falsehoods about retirement is that it’s a time when you have no further obligations. While it’s true that you may not have to go to work, you still have some serious responsibilities that can’t be ignored. One of those obligations that sometimes catches retirees by surprise is the Required Minimum Distributions, [...]

2021-10-18T12:54:41+00:00October 18th, 2021|Retirement Planning|

What Role Does Social Security Play in Your Retirement Strategy?

More than likely, Social Security will represent a portion of your monthly retirement income. But, how big of a role will it play in your overall retirement strategy? While Social Security won’t provide for your entire income in retirement, it can help supplement it in certain areas. So, make sure that you include a plan [...]

2021-09-20T12:51:27+00:00September 20th, 2021|Retirement Planning, Social Security|

3 Helpful Tips That Can Enhance Your Retirement

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived [...]

2021-09-13T19:55:18+00:00September 13th, 2021|Retirement Planning|

Don’t Forget Your Retirement Planning Basics

In the olden days, retirement planning used to be much easier. You worked hard and for long enough to be eligible for a pension, saved a little along the way, and were well taken care of by the government. Nowadays, retirements last longer than ever and many Americans are struggling to save enough in order [...]

2021-09-07T01:55:24+00:00September 7th, 2021|Retirement Planning|

4 Helpful Tips That Can Enhance Your Retirement

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived [...]

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